Use ‘Create’ in the Order Header section to create a new record using the data in the corresponding section. All other data in following sections for the same record will be ignored unless they have their corresponding ‘Action’ column populated.
Create All
Use ‘Create All’ to automatically also create records using the following section data for that Order without having to populate ‘Add’ in each individual section e.g. Add all lines.
Create & Book
The same as ‘Create All’ but also ‘Book’ the order after creation.
Add
‘Add’ is like Create but used at the Line level.
Apply
Applies the Pricing adjustment to the Header or Line.
Insert
Will create the Service Contract record linked to the Order.
Update
Use ‘Update’ in a section to update an existing record. All other data in the following sections for the same record will be ignored unless they have their corresponding ‘Action’ column populated. Use ‘Update’ to update the section.
Update All
Use ‘Update All’ to automatically update records using the following section data for that order without having to populate ‘Update’ in each individual section. Update uses the existing ID populated in that section to identify which record to update. In order to do this, IDs must be on the sheet. This is usually achieved by downloading the existing record to the sheet, and the IDs are also downloaded and populated.
Book Order
Use ‘Booked’ to move the order status to ‘Booked’.
Update & Book
A combination of both actions above.
Cancel
Use ‘Cancel’ to cancel order or lines, if cancellation is allowed at this stage of the order or line.
Remove
Will remove the service contract link.
Delete
Use ‘Delete’ to delete the order, line or adjustment - If it is in a state that allows this action.
